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Truist Financial

1,541 hedge funds and large institutions have $39.5B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 624 increasing their positions, 590 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,5551,541 (-14)

7% less capital invested

Capital invested by funds: $42.4B → $39.5B (-$2.88B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
1,541
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$605M
Puts
$379M
Net Calls
Net Calls Change

Top Buyers

1 +$578M
2 +$247M
3 +$135M
4
Invesco
Invesco
Georgia
+$131M
5
Barclays
Barclays
United Kingdom
+$107M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
Ategra Capital Management
Virginia
$13.4M
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$13.2M
DAM
203
Delta Asset Management
Tennessee
$13M
TI
204
Trexquant Investment
Connecticut
$12.9M
WSFS
205
Wilmington Savings Fund Society
Delaware
$12.8M
IAA
206
Independent Advisor Alliance
North Carolina
$12.7M
CCM
207
Coerente Capital Management
Ontario, Canada
$12.7M
ProShare Advisors
208
ProShare Advisors
Maryland
$12.7M
FAF
209
Första AP-fonden
Sweden
$12.6M
CNB
210
Czech National Bank
Czech Republic
$12.4M
COPPSERS
211
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.4M
SDIC
212
South Dakota Investment Council
South Dakota
$12.2M
Canada Pension Plan Investment Board
213
Canada Pension Plan Investment Board
Ontario, Canada
$12M
MCM
214
McRae Capital Management
New Jersey
$12M
AIM
215
Avity Investment Management
Connecticut
$11.9M
GC
216
Guggenheim Capital
Illinois
$11.9M
MML Investors Services
217
MML Investors Services
Massachusetts
$11.9M
BCM
218
Brookstone Capital Management
Illinois
$11.8M
Citadel Advisors
219
Citadel Advisors
Florida
$11.7M
Retirement Systems of Alabama
220
Retirement Systems of Alabama
Alabama
$11.6M
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$11.6M
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$11.5M
Creative Planning
223
Creative Planning
Kansas
$11.5M
SCM
224
SKBA Capital Management
California
$11.5M
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$11.4M